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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,336,718 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $799,999 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $513,272 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $393,378 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $358,231 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $349,466 |
ULMER & BERNE2+ years Service code 29 · EIN 34-0756436 | Legal | $306,366 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $295,187 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $292,087 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 49 · EIN 20-3330679 | Other Services | $261,356 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.65% | 16.32%-2.7pp | 8.32%+5.3pp | 16.32%-2.7pp |
| Employer contribution / active EE | $10,162 | $12,766-20.4% | $30,793-67.0% | $12,766-20.4% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |